Insights from Fidelity's portfolio managers

Timely insights from Fidelity portfolio managers and analysts on navigating markets and long-term investing.

July 26, 2021

Looking for the next recovery plays

It’s time to look beyond travel and leisure stocks for the next recovery plays, says Matt Fruhan.

Megatrends

Spending to battle network chaos

How recent high-profile network attacks could boost the need for certain types of security software.


International

Beware of cyclical valuations

Why the run-up for cyclical stocks may not continue at the torrid pace set early in 2021.


Sustainability

The power of women's leadership

How women-led companies are performing well while also advancing diversity and sustainability.


Inflation

Considering gold amid inflation?

Steve Calhoun makes the case for gold and gold stocks if inflation continues and rates stay low.


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